郭家耀:貿易戰酣美股急吐 比亞迪(01211.HK)前景可期
港灣家族辦公室業務發展總監郭家耀稱,美股週四(10日)大幅回落,中美貿易戰未有平息跡象,市場避險情緒升溫,道指一度跌幅超過2,100點,尾市跌幅有所收窄,三大指數仍錄得顯着跌幅收市。美元走勢向下,美國十年期債息回升至4.42釐水平,油價低位反彈,避險需求刺激金價再創高位。港股預託證券普遍下跌,預料大市早段跟隨外圍低開。
內地股市昨日反彈,滬綜指收市上升1.2%,重上3,200點水平,滬深兩市成交額保持活躍。
港股走勢持續波動,指數一度重上21,200點水平,其後升幅有所收窄,大市成交繼續活躍。關稅消息繼續困擾大市表現,限制進一步反彈空間,預料指數在21,200點有較大阻力,下方支持在20,000點水平。
另比亞迪(01211.HK)發盈喜,預料第一季股東應佔淨利潤介乎85億至100億元人民幣,按年增長86.04%至1.19倍。比亞迪指出,今年首季新能源汽車行業依舊保持強勁的增長勢能,公司作爲行業領軍企業,新能源汽車銷量再創同期歷史新高,且海外新能源汽車銷量實現跨越式增長,進一步鞏固全球新能源汽車銷量第一的領先地位。此外,比亞迪依託持續擴大的規模效應和垂直整合的戰略佈局,助力集團業務盈利實現大幅增長。3月份比亞迪實現新能源汽車銷量37.7萬輛,按年增長24.8%,按月增長16.9%。首三月累計已實現新能源汽車銷量100.1萬輛,按年增長59.8%。高增長主要原因包括,「全民智駕」智能化戰略,賦能全價格帶車型競爭力;針對舊款非智駕車型,終端給予優惠加速清庫存;以舊換新政策刺激覆蓋全年,相較去年基數較低,實現按年高增長。比亞迪銷量一直維持強勁,產品技術領先競爭對手,前景展望樂觀。
(筆者爲證監會持牌人,本人及相關人士沒持有上述股份)~
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